See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,895 | $58,208+301.8% | $81,812+185.9% | $80,856+189.3% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.3%+15.2pp | 67.6%+19.9pp |
| Annual return | 12.17% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $7,608 | $2,340+225.1% | $2,912+161.2% | $2,755+176.2% |
| Participant deferral / active EE | $12,050 | $3,281+267.3% | $4,319+179.0% | $4,296+180.5% |
| Admin fee / account holder | $24,015 | $4,981+382.1% | $7,386+225.1% | $6,918+247.1% |